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Todd W Talbot

Todd W Talbot

CFP®, ChFC®, CLU®
CREATIVEONE WEALTH
Birmingham, AL
·CRD# 4197828·26 years experience

Professional Summary

Todd W Talbot, CFP®, ChFC®, CLU®, who also goes by Todd William Talbot, Todd Talbot, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Birmingham, Alabama. Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Todd William Talbot, Todd Talbot

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2003
ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter

Years of Experience

26 years in the financial services industry

Current & Past Employments

CREATIVEONE WEALTH, LLC·CRD# 281213
RIA
4000 Eagle Point Corporate Dr., Birmingham, AL 35242
April 21, 2023 - Present
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
RIA
Birmingham, AL
November 1, 2018 - May 4, 2023
FIRST ADVISORS CAPITAL, INC.·CRD# 149832
RIA
Birmingham, AL
August 22, 2017 - October 31, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
RIA
Birmingham, AL
August 16, 2017 - August 22, 2017
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
Birmingham, AL
August 11, 2017 - May 4, 2023
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Birmingham, AL
August 22, 2014 - August 16, 2017
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Birmingham, AL
August 22, 2014 - August 16, 2017
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Birmingham, AL
July 2, 2013 - August 6, 2014
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Birmingham, AL
July 2, 2013 - August 6, 2014
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Birmingham, AL
September 12, 2008 - July 18, 2013
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Birmingham, AL
September 9, 2008 - July 18, 2013
STATE FARM VP MANAGEMENT CORP.·CRD# 43036
BD
Birmingham, AL
June 26, 2007 - August 29, 2008
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
RIA
Birmingham, AL
August 4, 2000 - June 18, 2007
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
Birmingham, AL
June 14, 2000 - June 18, 2007

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Current Firm

CW
CREATIVEONE WEALTH, LLC

C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - SEC (9/25/2015 Approved)

Contact Information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Phone Number

(913) 402-7897

# of Employees

222

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH FORM ADV PART 2A_2026.03.31 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

35,425

AUM (Assets Under Management)

$6,251,683,061

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) RED MOUNTAIN FINANCIAL; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Advisor; 08/2017; 160 hrs/mo; Red Mountain Financial is the DBA name for my insurance and investment business. 2.) TODD TALBOT; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Broker; 03/2019; 80 hrs/mo; I write fixed insurance with varied insurance carriers. 3.) EASY DI; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Insurance; Insurance Agent; 03/2018; 40 hrs/mo; 20 hrs/mo; Market disability insurance products. 4.) LTC OPTIONS; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Insurance; Insurance Broker; 05/2022; 10 hrs/mo; 0 hrs/mo; Marketing of Long-Term Care insurance via the Internet. 5.) TALBOT & TALBOT INSURANCE SERVICES; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Insurance; Broker; 03/2023; 2 hrs/mo; 2 hrs/mo; I market long-term care insurance in the state of California under this doing business name.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CREATIVEONE WEALTH, LLC

C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - SEC (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Alabama
(4/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2000About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2000About the Series 7 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Jan 2015About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Jun 2000About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Todd W Talbot's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Todd W Talbot
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